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Mutual Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Mutual Advisors’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Sell
7,643
-244
-3% -$9.27K 0.01% 1150
2025
Q4 		$299K Buy
7,887
+25
+0.3% +$951 0.01% 1089
2025
Q3 		$299K Buy
+7,862
New +$291K 0.01% 1056

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors's FLRG Position: Q1 2026 in Review

Mutual Advisors reduced its Fidelity US Multifactor ETF (FLRG) stake by 3.1% in Q1 2026, selling an estimated $9.27K and leaving 7,643 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1150.

Mutual Advisors first reported a position in FLRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Mutual Advisors held 7,643 shares of Fidelity US Multifactor ETF worth $281K as of Q1 2026.
  • Mutual Advisors sold 244 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $9.27K.
  • Fidelity US Multifactor ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1150 holding.
  • Mutual Advisors first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's Fidelity US Multifactor ETF position peaked at $299K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.